-11.3%
DASH vs XOP
+36.1%
-47.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.8% |
| 7D | -4.8% | -10.0% | +5.2% | -8.7% |
| 30D | -7.9% | -9.1% | +1.2% | -11.3% |
| 3M | -16.3% | +5.1% | -21.4% | -15.1% |
| 6M | +10.4% | +6.4% | +4.0% | +12.9% |
| YTD | -20.1% | +39.7% | -59.8% | -17.4% |
| All | -11.3% | +36.1% | -47.4% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded XOP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling